Civic Intelligence

Marshall Rose Family Foundation Inc.

990PF • Fiscal year 2020 • EIN 13-3036439

Dec 01, 2019 to Nov 30, 2020 • Filed on Jan 15, 2021

Organization Profile
C/O GEORGETOWN500 Park Ave Suite 1New York, NY 10022

(212) 755-2323

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

30th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

29th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

18th percentile

-27%

Higher net margin than 18% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

44th percentile

$0

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

33rd percentile

-0.9%

Faster asset growth than 33% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

91st percentile

96%

Faster revenue growth than 91% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets30th percentile

Assets

Down

$2,950,375

Down $25,826 (-0.9%) from 2019

Net Assets

Down

$2,950,375

Down $25,826 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$94,828

Up $46,536 (+96%) from 2019

Expenses

Down

$120,654

Down $163,991 (-58%) from 2019

Net Income

Up

-$25,826

Up $210,527 (+89%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $1,947,391Liabilities 2011: $02011Assets 2012: $1,944,057Liabilities 2012: $02012Assets 2013: $1,662,308Liabilities 2013: $0Net Assets 2013: $1,662,3082013Assets 2014: $1,508,031Liabilities 2014: $0Net Assets 2014: $1,508,0312014Assets 2015: $1,502,281Liabilities 2015: $0Net Assets 2015: $1,502,2812015Assets 2016: $3,881,018Liabilities 2016: $0Net Assets 2016: $3,881,0182016Assets 2017: $3,554,830Liabilities 2017: $0Net Assets 2017: $3,554,8302017Assets 2018: $3,212,554Liabilities 2018: $0Net Assets 2018: $3,212,5542018Assets 2019: $2,976,201Liabilities 2019: $0Net Assets 2019: $2,976,2012019Assets 2020: $2,950,375Liabilities 2020: $0Net Assets 2020: $2,950,3752020Assets 2021: $2,825,875Liabilities 2021: $0Net Assets 2021: $2,825,8752021Assets 2022: $2,809,494Liabilities 2022: $0Net Assets 2022: $2,809,4942022Assets 2023: $2,799,282Liabilities 2023: $0Net Assets 2023: $2,799,2822023Assets 2024: $2,824,933Liabilities 2024: $0Net Assets 2024: $2,824,9332024

Highlighted filing

2020

Assets$2,950,375
Liabilities$0
Net Assets$2,950,375
Open 2020 Filing

Operations Trend

Revenue Growth91st percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $437,064Expenses 2011: $574,200Net Income 2011: -$137,1362011Revenue 2012: $542,044Expenses 2012: $545,378Net Income 2012: -$3,3342012Revenue 2013: $271,431Expenses 2013: $553,180Net Income 2013: -$281,7492013Revenue 2014: $273,442Expenses 2014: $427,719Net Income 2014: -$154,2772014Revenue 2015: $414,168Expenses 2015: $419,918Net Income 2015: -$5,7502015Revenue 2016: $2,692,657Expenses 2016: $313,920Net Income 2016: $2,378,7372016Revenue 2017: $45,898Expenses 2017: $372,086Net Income 2017: -$326,1882017Revenue 2018: $48,084Expenses 2018: $390,360Net Income 2018: -$342,2762018Revenue 2019: $48,292Expenses 2019: $284,645Net Income 2019: -$236,3532019Revenue 2020: $94,828Expenses 2020: $120,654Net Income 2020: -$25,8262020Revenue 2021: $142,517Expenses 2021: $269,138Net Income 2021: -$126,6212021Revenue 2022: $127,268Expenses 2022: $93,449Net Income 2022: $33,8192022Revenue 2023: $131,629Expenses 2023: $141,841Net Income 2023: -$10,2122023Revenue 2024: $164,004Expenses 2024: $89,997Net Income 2024: $74,0072024

Highlighted filing

2020

Revenue$94,828
Expenses$120,654
Net Income-$25,826
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Dec 1, 2019 to Nov 30, 2020
Signed
Jan 15, 2021
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARSHALL ROSEDirector-$0--
ANDREW ROSEDirector-$0--
WENDI ROSEDirector-$0--
Filing and Contact Details

Filer

Filer Name
Marshall Rose Foundation Inc
EIN
13-3036439
In Care Of
% TAXPAYER
Phone
2127552323
Address
C/O GEORGETOWN500 Park Ave Suite 1, NEW YORK, NY 10022

Signing Officer

Name
Marshall Rose
Title
Director
Phone
2127519100
Signed
2021-01-15
Discuss with paid preparer
Yes

Preparer

Firm
Withumsmithbrown Pc
Address
1411 BROADWAY 9TH FLOOR, NEW YORK, NY 10018
Preparer
Jeffrey Shlefstein CPA
Phone
2127519100
Raw XML Appendix312 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0TAXPAYER
IRS990PF/StatementsRegardingActyGrp/PhoneNum02127552323
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115944
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GRANT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SEE ATTACHED
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0GENERAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0500 PARK AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine2Txt010TH FLOOR
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0NEW YORK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010022
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115944
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0116807
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0150861
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt034054
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt0116582
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0206192
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0136013
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0138683
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0188354
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt034054
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0154300
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0597470
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt0116582
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0206192
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0136013
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0138683
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02017
IRS990PF/UndistributedIncomeGrp/PriorYear2Yr02016
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02015
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0116807
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0751770
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0785824
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0613
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0613
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DEPOSIT - OTHER CURRENT ASSETS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt07031
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt07031
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CUSTODIAL FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0250
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0225
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02085
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0ADVISORY FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02085
TaxesSchedule/TaxesDetail/Amt01460
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARSHALL ROSE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02127519100
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-01-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARSHALL ROSE FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MARS
ReturnHeader/Filer/EIN0133036439
ReturnHeader/Filer/InCareOfNm0% TAXPAYER
ReturnHeader/Filer/PhoneNum02127552323
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O GEORGETOWN500 Park Ave Suite 1
ReturnHeader/Filer/USAddress/CityNm0NEW YORK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NY
ReturnHeader/Filer/USAddress/ZIPCd010022
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WITHUMSMITHBROWN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01411 BROADWAY 9TH FLOOR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEW YORK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd010018
ReturnHeader/PreparerPersonGrp/PhoneNum02127519100
ReturnHeader/PreparerPersonGrp/PreparationDt02021-01-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEFFREY SHLEFSTEIN CPA
ReturnHeader/ReturnTs02021-01-18T12:54:06-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-12-01
ReturnHeader/TaxPeriodEndDt02020-11-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,950,375
Liabilities
$0
Net assets
$2,950,375
Revenue
$94,828
Expenses
$120,654
Net income
-$25,826
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.00$2.82$0.16$0.09$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.13$0.14$0.01
2022Detailed filing. Detailed filing data is available for this year.$2.81$0.00$2.81$0.13$0.09$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.14$0.27$0.13
2020Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.09$0.12$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.05$0.28$0.24
2018Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.05$0.39$0.34
2017Detailed filing. Detailed filing data is available for this year.$3.55$0.00$3.55$0.05$0.37$0.33
2016Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$2.69$0.31$2.38
2015Detailed filing. Detailed filing data is available for this year.$1.50$0.00$1.50$0.41$0.42$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.51$0.00$1.51$0.27$0.43$0.15
2013Detailed filing. Detailed filing data is available for this year.$1.66$0.00$1.66$0.27$0.55$0.28
2012Summary only. Only limited summary data is available for this year.$1.94$0.00$0.54$0.55$0.00
2011Summary only. Only limited summary data is available for this year.$1.95$0.00$0.44$0.57$0.14